Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.
David Kline, CFP®, CBEC®
Private Wealth Advisor
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Rob Brown, PhD, CFA
Chief Investment Officer
Advanced Planning Specialist
Richard E. Austin, JD, LLM, CIMA®, CEPA
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Case Design Specialist
William Beaudoin, CFS, CBEC
Vice President of Case Design
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
John C. Pastore, Jr., CRPC®
Senior Vice President
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.
Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.